FINC 430 Week 2/3 Discussions and Projects

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finc_430_research_project.docx

FINC 430 Research Project:

Company Valuation and Analysis (Authentic Assessment)

Assigned Beginning of Week 1

Due Date: End of Week 8 (36% of final grade)

Objective

The specific objective of this exercise (written research project) is to give you an opportunity to complete a research project related to the material covered in the course. This assignment is an "Authentic Form of Final Assessment," which substitutes for a final examination in the course.

Analysis of Company's Stock

This project involves preparation of an analysis of a publicly traded company's common stock. Your task is to analyze and critique a company, using financial statements, an analyst's report(s), and other information, and then recommend the price ranges to buy, sell, or hold the stock.

Your report on the company stock analysis will be evaluated based on the following factors:

· 25 percent–analysis and valuations

· 25 percent–”stock risk and return analysis and technical analysis

· 20 percent–”organization of paper and critical thinking

· 20 percent–”presentation of paper and writing

· 10 percent–”research approach and use of appropriate professional sources of information and data

 

Final Project Rubric

 

 

Criteria

5

4

3

2

1

Introduction

Posed thoughtful, creative questions that contribute to knowledge in a specific area

 

Posed focused questions that yield relevant information in a specific area.

 

Relied on teacher-generated questions or posed questions with little creativity

Organization

Information is very organized with well constructed paragraphs content follows a logical sequence which adds clarity to reader

Information is organized with well constructed paragraphs content flows nicely to add clarity to reader

Information is generally organized with only 1 or 2 problems separate ideas discussed in separate paragraphs content is generally clear to reader

2 or 3 problems with organization of information separate ideas are not discussed in separate paragraphs reader must reread at times for clarity

Information is disorganized gaps in content leave reader confused.

Quality of Information

Information clearly relates to questions posed in the introduction 3 or 4 unique, creative supporting details and/or examples are used which add interest to reader

Information clearly relates to questions posed in the introduction 1 or 2 supporting details and/or examples are used to add interest.

information clearly relates to the questions posed in the introduction 1 supporting detail and/or example in provided.

Information is not entirely related to questions posed in introduction no supporting details and/or examples provided

Information has little to do with the questions posed in the introduction no supporting details and/or examples provided.

Diagrams (optional)

Diagrams and illustrations are neat, accurate and clearly relate to the questions posed in the introduction they provide additional insight to the content

Diagrams and illustrations are accurate and clearly relate to the questions posed in the introduction they add interest to the content

Diagrams and illustrations are accurate and are related to the questions posed in the introduction

Diagrams and illustrations where present are neither neat nor entirely accurate they don’t add much to the content

Diagrams and illustrations where present are neither neat nor accurate; and they don’t appear to relate to the questions posed in the introduction

Summary

Highlights important information conclusions are logical and reasonable and clearly relate to the questions posed in the introduction

Highlights important information conclusions are reasonable and clearly relate to the questions posed in the introduction

Important points indicated conclusions are reasonable and relate to the questions posed in the introduction

Not all of the important points are identified there are some gaps in logic relating conclusions to the questions posed in the introduction

Important points not identified conclusion does not relate to questions posed in the introduction

Punctuation, Capitalization & Spelling

There are no grammatical, spelling or punctuation errors

There are 1 or 2 minor grammatical, spelling or punctuation errors

There are 3 or 4 minor errors in punctuation, grammar and/or spelling which do not break the flow for the reader

There are 1 or 2 major errors in punctuation, grammar and/or spelling which do interrupt the flow for the reader

There are a number of major errors in punctuation, grammar and/or spelling which make it difficult to read

Sources

All sources are accurately documented and in the desired format

3 or more sources were used

All sources are accurately documented and in the desired format

2 or 3 sources were used

All sources are accurately documented

Only 1 or 2 sources were used

Attempt to document source used is not completely accurate

Only 1 source was used

source used is not documented

only 1 source was used